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JPMorgan Chase
JPM

Overview Fund Activity

3,372 hedge funds and large institutions have $212B invested in JPMorgan Chase in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,666 increasing their positions, 1,227 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-31
Holders Change %
-0.91%
% of All Funds
58.31%
Holding in Top 10
337
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.71%
% of All Funds
5.83%
New
137
Increased
1,666
Reduced
1,227
Closed
124
Calls
$4.6B
Puts
$6.59B
Net Calls
-$1.99B
Net Calls Change
+$102M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
3
Citadel Advisors
Citadel Advisors
Florida
+$530M
4
Marshall Wace
Marshall Wace
United Kingdom
+$321M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Franklin Resources
Franklin Resources
California
-$833M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$796M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$642M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1726
Intellectus Partners
California
$2.25M +$127K +1,215 +6%
PRWA
1727
Platte River Wealth Advisors
Colorado
$2.25M +$181K +1,732 +9%
GCM
1728
Gladius Capital Management
Illinois
$2.24M +$1.3M +12,435 +138%
PCM
1729
Poehling Capital Management
Wisconsin
$2.24M +$11.6K +111 +0.5%
SWMP
1730
Signature Wealth Management Partners
New Jersey
$2.23M +$1.25K +12 +0.1%
OWA
1731
Octavia Wealth Advisors
Ohio
$2.23M +$57.3K +548 +3%
WPW
1732
Warther Private Wealth
Ohio
$2.23M -$117K -1,116 -5%
MMM
1733
Mendel Money Management
Illinois
$2.23M -$435K -4,159 -16%
SWM
1734
Sugarloaf Wealth Management
Georgia
$2.23M +$99K +947 +5%
AMG
1735
Advisors Management Group
Wisconsin
$2.22M +$41.6K +398 +2%
GFS
1736
GYL Financial Synergies
Connecticut
$2.22M -$11.7K -112 -0.5%
MWAM
1737
Manhattan West Asset Management
California
$2.21M +$301K +2,884 +16%
MA
1738
MCF Advisors
Kentucky
$2.21M -$20.1K -192 -0.9%
AW
1739
Alaethes Wealth
Nevada
$2.21M +$67.4K +645 +3%
CCFM
1740
Clear Creek Financial Management
Washington
$2.2M -$590K -5,646 -21%
TNAM
1741
Terra Nova Asset Management
New York
$2.2M -$6.37K -61 -0.3%
GWANC
1742
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.2M +$155K +1,482 +8%
FANJ
1743
Financial Architects (New Jersey)
New Jersey
$2.19M +$2.19M +20,994 New
DI
1744
DFPG Investments
Utah
$2.19M +$66.7K +546 +3%
EFSCE
1745
Enterprise Financial Services Corp (EFSC)
Missouri
$2.18M +$13.3K +127 +0.6%
APG
1746
Abacus Planning Group
South Carolina
$2.18M -$51.4K -492 -2%
BFIC
1747
Bedell Frazier Investment Counselling
California
$2.18M +$2.18M +20,866 New
DS
1748
DRW Securities
Illinois
$2.18M -$641K -6,138 -23%
NAMP
1749
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.18M – – –
CIA
1750
Cohen Investment Advisors
New Hampshire
$2.18M +$24.9K +238 +1%
68 69
70
71 72